565: 10 proven rules to succeed in tech stock investing (with Mark Mahaney)

565: 10 proven rules to succeed in tech stock investing (with Mark Mahaney)

For this episode we interviewed one of Wall Street's legendary tech analysts, Mark Mahaney.

In this episode, Mark discusses ten lessons that are proven to help investors succeed in tech stock investing. He shares powerful advice and knowledge from analyzing the most explosive sector on Wall Street over the past quarter century.

Lesson 1: There Will Be Blood… When You Pick Bad Stocks
Lesson 2: You Can Lose $...Even When You Pick The Best Stocks
Lesson 3: Don't Play Quarters
Lesson 4: Revenue Matters More Than Anything
Lesson 5: It Doesn't Mean a Thing, If It Ain't Got That Product Swing
Lesson 6: TAMs - The Bigger The Better
Lesson 7: Follow the Value Prop, Not the Money
Lesson 8: Management Matters Most
Lesson 9: Look for Ballpark Reasonable Valuation
Lesson 10: Hunt for DHQs - Dislocated High-Quality Stocks

Mark Mahaney has been covering internet stocks on Wall Street since 1998, with Morgan Stanley, American Technology Research, Citibank, RBC Capital Markets, and Evercore ISI. Institutional Investor magazine has ranked him as a top Internet analyst every year for the past 15 years, including five years as number one, and he has been ranked by the Financial Times and StarMine as the number-one earnings estimator and stock picker. In addition, TipRanks has placed Mahaney in the top one percent of all Wall Street analysts in terms of single-year stock picking performance.

Get Mark's book here:

Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street's Top Tech Analysts. Mark Mahaney

Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

Avsnitt(815)

71: Advice for Aspiring Female Consultants

71: Advice for Aspiring Female Consultants

It is a ridiculous myth to assume the world is fair and females have an even playing field with males. Females, especially in emerging markets, face unique and trying obstacles during the case interview process. Firmsconsulting has always been fairly direct in telling the truth as we see it to ensure female clients have the correct expectations, understand the hurdles they will face, and are armed with the correct training to handle their interviewers. This podcast explores this topic further.

11 Maj 201227min

70: Managing your Case Interview Image

70: Managing your Case Interview Image

Image management is crucial. A significant part of our approach is around teaching clients to manage, control really, the image they portray. This involves a wide area like dressing, networking, emailing, speaking, hand movements, body language etc. This podcast touches on these elements of image while exploring several in depth. This is one of several detailed podcasts exploring different areas of image management.

5 Maj 201220min

69: Important Case Guidance

69: Important Case Guidance

In our ongoing series of podcasts, we again introduce new advice about case interviews or sometimes view an old topic in a different manner. The objective of these podcasts is to explain concepts like MECE, 80/20, brainstorming, hypotheses etc in different ways so that as many listeners as possible will understand these concepts. We have seen some listeners obtain McKinsey offers merely by using the podcasts to prepare and we therefore want to increase the amount of material we generate - in the hope of helping more listeners.

29 Apr 201211min

68: Analyst to Partner

68: Analyst to Partner

In this podcast I examine my rapid progression up the ranks of the elite firms all the way from analyst to principal and then director. I offer anecdotes or my own experience and especially the mistakes I made, strategies I followed and the lessons I learned along the way. What you find is that analytic skill is very important early on, but being brilliant at analyses only gets you so far - and not very far at that. To push into the partnership ranks you need to have much more skills, especially the ability to influence others, take risks and build your peoples capabilities.

23 Apr 20121h 9min

67: What is business judgement

67: What is business judgement

You cannot and will not improve your case skills from practicing case alone. "Case skills" refers to a variety of skills including body language, communication and especially business judgement. Business judgement effectively means your ability to make reasonable guesses/inferences in business situations. That largely comes from being well read. This podcast breaks down business judgement further and offers advice to improve this skill.ies.

17 Apr 201210min

66: Follow an R&D Strategy Study

66: Follow an R&D Strategy Study

An earlier podcast discussed a fairly labor-intensive case where we needed to literally roll-up our sleeves to find and extract data, and a corporate finance study. This engagement is somewhere in-between. It discusses a study I led to help a major corporation completely redesign their entire R&D strategy and restructure their R&D division, a behemoth of a unit with little direction. I do recall this being one of the friendliest clients I have ever encountered. PhD's usually are this way.

11 Apr 201234min

65: Discuss your analytic skills, sample answer

65: Discuss your analytic skills, sample answer

In this series of podcasts we look at each of the typical McKinsey/BCG FIT/PEI questions and provide a typical answer. Note, that while replicating this approach and standard will help you, we caution you that the main test of fit is in handling the cross-examination of your answer. Most candidates tend to be unprepared for that and we urge you to be very aware this will happen and to practice this interrogation style. You can never memorize your way out of these interrogations questions, since you cannot predict the actual question and, therefore, prepare for them. At least 20% of clients ignore this advice at their peril. The reality is that McKinsey will rarely ask this question directly. They will ask a simple question, not referring to leadership, but expect you to always draw out leadership, analytic, teamwork and "can-do" attributes.

5 Apr 20129min

64: Talk about a leadership example, sample answer

64: Talk about a leadership example, sample answer

In this series of podcasts we look at each of the typical McKinsey/BCG FIT/PEI questions and provide a typical answer. Note, that while replicating this approach and standard will help you, we caution you that the main test of fit is in handling the cross-examination of your answer. Most candidates tend to be unprepared for that and we urge you to be very aware this will happen and to practice this interrogation style. You can never memorize your way out of these interrogations questions, since you cannot predict the actual question and, therefore, prepare for them. At least 20% of clients ignore this advice at their peril. Talk about a leadership example, sample answer

30 Mars 201221min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
uppgang-och-fall
rss-borsens-finest
rss-jossan-nina
rss-svart-marknad
avanzapodden
lastbilspodden
fill-or-kill
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
borsmorgon
rss-inga-dumma-fragor-om-pengar
24fragor
kapitalet-en-podd-om-ekonomi
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-en-rik-historia
bathina-en-podcast
tabberaset